InPost Cuts 2026 Outlook as Margins Slip Despite Revenue Growth

EarningsM&A · Partnership
โดย Yahoo Finance·PL·Read original
Summary · why it matters

InPost reported first-half revenue of €1.89 billion, up 24% from a year earlier, after handling 740 million global shipments, a 23% increase, but adjusted EBITDA grew just 0.3% to €457.5 million, and the company cut its 2026 outlook, now expecting adjusted EBITDA to fall by a mid-single-digit percentage instead of staying flat. International operations contributed 54% of total revenue, with Eurozone second-quarter shipment volumes up 30% to 101 million parcels and revenue up 37.9% to €287.1 million, while adjusted EBITDA in the region rose almost 40%. Net profit fell 30% to 93 million zlotys in the second quarter, hit by higher depreciation, a higher tax rate, and foreign-exchange pressure, and adjusted core-profit margin fell 3.3 percentage points in the quarter and 5.7 points in the first half. The downgrade reflects higher investment costs, tougher pricing in Poland, and the ongoing turnaround in Britain and Ireland, where InPost is still revamping the former Yodel business. InPost is also the target of a €7.8 billion takeover offer from a consortium led by FedEx and Advent International, which runs until September 18.

Impact on stocks 3

Industrials± Mixed · 2 stocks
Inpost SA
INPST
▼ NegativeCapitalrelevance

InPost cut its 2026 adjusted EBITDA outlook to a mid-single-digit decline and reported margin contraction, despite revenue growth.

FedEx Corporation
FDX
▲ PositiveCapitalrelevance

FedEx-led consortium's €7.8 billion takeover offer for InPost is ongoing, potentially expanding FedEx's parcel network.

Artificial Intelligence▲ · 1 stocks

Off-coverage companies 1

Advent InternationalPrivate▲ Positive
Capitalrelevance

Advent International's consortium bid for InPost may benefit from the company's current valuation dip.

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